The successful retirement plan advisor, Pt. 3: Profile in success

Advisor Jason Chepeniks two key principles for success: setting the stage for referrals by working tirelessly to find the root.

By Liz Davidson|March 04, 2013 at 01:50 PM

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This is the second in afive-part seriesdefining success for retirement plan advisors by Liz Davidson, who as president of Financial Finesse has a unique vision of who the most successful retirement plan advisors are, and what they have in common.–Ed.